TechTalk

Expert commentary and analysis on market developments. Plus guidance on identifying planning opportunities.

In this techtalk

See how your business could benefit as our Financial Planning team
look at a range of topics on retirement planning.

Tax-free amount certificates

TRANSITIONAL TAX-FREE AMOUNT CERTIFICATES

The transitional rules accompanying the new lifetime pension savings allowances could improve the tax position of a minority of clients, but at the expense of significantly increased complexity.

SCOTTISH TAXPAYERS & PENSION TAX RELIEF – 2024/25

The higher Scottish rates of income tax increase further in 2024/25. We compare the position with taxpayers in the rest of the UK, focussing on when Scottish taxpayers can benefit from extra tax relief on pension contributions.

PROTECTION AND THE ABOLITION OF THE LIFETIME ALLOWANCE

A look at the new rules that replace the lifetime allowance and what this means for former holders of lifetime allowance protection.

ILL-HEALTH, EARLY RETIREMENT AND SEVERE ILL HEALTH LUMP SUMS

We explain HMRC’s key rules for ill-health pension provision from 2024/25 and suggest some ill-health lump sum planning considerations.

SPRING BUDGET 2024

An overview of the key announcements in the Spring Budget 2024 affecting the pensions industry.

FURTHER NI REDUCTIONS SPRING BUDGET 2024

We explain the further reductions in employee and self-employed national insurance contributions announced in the Spring Budget and show the impact of the employee NICs cut on salary exchange.

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THE EXPERT SERIES

THE EXPERT SERIES

Our Expert Series includes topical webinars and vodcasts to help you navigate the changing market, both now and in the future. 

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